The Milk Road Show Real Vision Chief Crypto Analyst Predicts Cycle End Date, Top Tokens, DeFi & AI Performance
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Jan 7, 2025 Jamie Coutts, Chief Crypto Analyst at Real Vision and former Bloomberg Intelligence researcher, shares his predictions for the crypto cycle's peak, projecting it may hit around August 2025. He highlights promising tokens like Ethereum and Solana. The discussion dives into the resurgence of DeFi and its marriage with AI, positioning them as vital components of the crypto landscape. Coutts emphasizes a data-driven investment approach, especially amid economic shifts, urging listeners to be strategic and resilient in their crypto endeavors.
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Macro Factors Driving Crypto
- Crypto prices are primarily driven by global macro factors, especially liquidity.
- These factors include not just money supply, but also variables influencing liquidity, like the US dollar.
Global M2 and Dollar Impact
- Global M2 growth is influenced by credit creation and the US dollar's strength.
- A strong dollar signals potential central bank intervention, impacting risk assets like crypto.
High-Conviction Tokens
- Invest in Solana, Sui, and Near for potential gains in the next cycle.
- Consider Solana for its growing fee activity and AI potential, Sui for its innovative technology and team, and Near for its unique consumer applications.